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AM ENDI NG A CONSO LID A TED P LAN & ANNUAL ACT IO N P LAN - S T ATE & ENTIT ELT MEN T GRANT EES

Amending a

Consolidated Plan &

Annual Action Plan

For State and Entitlement Grantees

February 2020

CON PLAN QUICK GUIDE

AM ENDI NG A CONSO LID A TED P LAN & ANNUAL AC T IO N P LAN - S T ATE & ENTIT ELT MENT GRANT EE S

1 | CON PLAN QUICK GUIDE

WHAT ARE CON PLAN QUICK GUIDES?

The Con Plan Quick Guides provide a brief summary

of the steps required to set up and complete certain

elements of the Consolidated Plan, Annual Action

Plan, and CAPER. For complete guidance and screen-

by-screen instruction, review the Con Plan in IDIS

Desk Guide.

https://www.hudexchange.info/resource/2641/econ-planning-suite-desk-guide-idis-conplan-action-plan-caper-per/

https://www.hudexchange.info/resource/2641/econ-planning-suite-desk-guide-idis-conplan-action-plan-caper-per/



For State and Entitlement Grantees

This guide includes three sections: 1) amending an approved Consolidated Plan or Year 1 Action Plan, 2)

amending a Year 2-5 Action Plan, and 3) downloading archived plan versions.

These instructions are for state and entitlement grantees. Consortia and regional grantees should use

the consortia and regional quick guides.

Overview of the New Amendment Process (December 2019)

IDIS Online Release 11.19, launched December 2019, introduced new functionality for processing

Consolidated Plan and Annual Action Plan amendments in the eCon Planning Suite.

The previous method for creating, preparing, and submitting a plan amendment required grantees to

use the “Copy” function, resulting in multiple copies of a plan for the same program year.

The new amendment process now enables grantees to amend (modify) a single plan for a specific

program year and resubmit to HUD for review. A new “Amend” action link is available for the

Consolidated Plan or Annual Action Plan most recently marked “Review Completed.” Only one plan for

each program year may be amended and only one plan for each program year can have an “Amend”

action link.

When searching Consolidated Plans or Annual Action Plans for a specific year, there are some situations

where grantee users may not see an “Amend” action link. An “Amend” action link will not be available if:

• The grantee does not currently have any plans for that year with a status of “Review

Completed.”

• The grantee has a more recent copy of a plan for that year with a status of “Submitted for

Review” or “Reviewed and Waiting Modification.”

The new Amend-Submit-Review cycle may be repeated as frequently as needed using the same plan

rather than creating and using multiple copies of the originally submitted plan.

AMENDING A CONSOLIDATED & ANNUAL ACTION PLAN



I. AMENDING AN APPROVED CONSOLIDATED PLAN OR YEAR 1

ACTION PLAN

To amend a Consolidated Plan or Year 1 Action Plan, grantees must first locate the existing plan they

would like to update.

1. Click “Search” under the “Consolidated Plans” submenu.

2. Locate the plan to be amended.

3. Click “Amend” in the “Action” column.

Plans “Submitted for Review” or “Reviewed and Awaiting Modification” December 23, 2019

By default, when IDIS Release 11.19 initially deployed, if a grantee had a copy of a plan for a

program year that had a status of “Submitted for Review” or “Reviewed and Awaiting Modification”

the system tagged the most recent plan as the “official” plan for that program year.

• If the most current plan for a program year has a status of “Submitted for Review,” it will

have an Amend action link after the HUD Field Office has marked the plan with a status of

“Review Completed.”

• If the most current plan for a program year has a status of “Reviewed and Waiting

Modification”, it will have an Edit link in the Action column. When this plan is submitted to

HUD for Review and subsequently updated by the HUD Field Office with a status of “Review

Completed,” then this plan will have an Amend action link.

In future program years, grantees will only have one plan for each program year that may be

submitted, reviewed by HUD and amended.



4. Click “I Agree” in the “Confirmation of Amendment” window.

5. By selecting the “I Agree” button, the system will reopen the plan for edit and change the

status to “Open – Amendment.”



6. On the AD-25 Administration screen, modify the Con Plan ending year or title as needed.

Select the amendment type for the “If Amendment” dropdown menu.



7. For minor or substantial amendments, the screen will include a “Purpose of Amendment”

text box following the “If Amendment” dropdown menu to provide a summary of the

updates. This explanation is now required, regardless of amendment type.

8. Click the “Save and Return” button to return to the Consolidated Plan menu screen.

9. Once all updates in the Consolidated Plan are made, return to the AD-25 Administration

screen. All minor and substantial amendments must be submitted to HUD for review and

marked as “Review Completed” so the updated information is included in the CAPER for

that program year. Depending on the amendment, the Field Office may not conduct a full

review of the plan, but it must functionally mark the amended plan as “Review

Completed” in IDIS.



II. AMENDING YEAR 2-5 ACTION PLAN

1. Click “Search” under the “Annual Action Plans” submenu.

2. Locate the Annual Action Plan to be amended.



3. Click “Amend” in the “Action” column.

4. Click “I Agree” in the “Confirmation of Amendment” window.

5. By selecting the “I Agree” button, the plan is now open for edit and the status is changed

to “Open – Amendment.”



6. On the AD-26 Administration screen, modify the title and select whether the amendment

is minor or substantial. Provide a summary of the updates in the “Purpose of

Amendment” text box. This explanation is now required for all amendment types.

7. Click the “Save and Return” button to return to the Annual Action Plan menu screen.

8. Once all updates to the Action Plan have been made, return to the AD-26 Administration

screen. All minor and substantial amendments must be submitted to HUD for review and

marked as “Review Completed” so the updated information is included in the CAPER for

that program year. Depending on the amendment, the Field Office may not conduct a full

review of the plan, but it must functionally mark the amended plan as “Review

Completed” in IDIS.



During the AAP amendment process, if it is subsequently determined that the amendment

is not needed, the system provides a “Delete this Amendment” option to discard the

changes and restore the previous “Review Completed” version of the plan.

*NOTE: This option is ONLY available for the lead entity Annual Action Plans that are in

“Open – Amendment” or “Reviewed and Waiting Modifications” status. Once the

amendment is marked as “Review Completed,” it can no longer be deleted.

After selecting the “Delete this Amendment” button, a pop-up warning box will request

confirmation to delete this amendment.

**NOTE: The “Delete this Amendment” button is not an option for Consolidated Plan

amendments.



III. DOWNLOADING ARCHIVED PLAN VERSIONS

These instructions can be used to retrieve a copy of the previous plan version for both Consolidated Plan

and Annual Action Plan amendments.

1. Each time the “Amend” action link is selected, the system will create a backup or archived

copy of the plan. Grantee and Field Office users can use this new option to select and

download an archived copy of the current amended plan.



2. The system will display a list of available archived copies for selection and download as a

Microsoft Word document. Each available archived copy will be displayed with the date

and time that it was created.

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